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2019-09-20 09:32:391970-01-01 Coast Specialist Recruitment
Job Type Permanent full-time
Location London, EC4
Area London, UK London, EC4
Sector FINANCIAL SERVICES - Paraplanning
Salary £32 - 45,000 pa
Start Date
Advertiser John Heffernan
Telephone 01372738020
Job Ref Ref: keh-13244
Job Views 238
  • Our client,is a privately owned Independent Financial Planning and Wealth Management organisation founded in 2000.
  • The two principals, have been working together since 1989 and have seen the industry change many times over.
  • The firm currently stands at 37 fee earners, with a similar number of compliance and support staff.
  • One of the largest independent, Chartered firms in the UK.
  • Committed to retaining its independent status. 

This highly successful and reputable organisation is looking to recruit a “career Paraplanner”.

Candidates should have the following experience:-
  • ·         3 years relevant industry experience
  • ·         Diploma qualified and ideally working towards chartered
  • ·         Able to write Suitability Letters regarding ISAs, ISA top-ups, GIAs, Protection including Whole of Life, Money Purchase Pension Transfer reports, New Pensions/SIPPs, tax-efficient investments etc.
  • ·         Ability to undertake research on all of the above
  • ·         To be able to follow internal and compliance processes to support both the adviser and firm
  • ·         Be able to work and liaise with the Client Account Manager
  • ·         Experience of using Intelligent Office preferred
  • ·         Experience of Voyant or similar cash flow planning tools preferred
  • ·         Experience of FE Analytics preferred
  • No immediate desire to be an adviser
Sector Clear
Area Clear
Job Type Clear
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Contact Coast Specialist Recruitment

Essex Branch:
Coast House
387 London Road
Hadleigh, Essex

Telephone: 01702 713739 |

Surrey Branch:
Aqua House
30 – 32 High Street
KT19 8AH

Telephone: 01372 738020 |

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More Details

Coast Recruitment is adapting to the COVID-19 outbreak, we are adopting a working from home model for our team until further notice.

We are well prepared and equipped to run our business effectively in this way. Your usual contacts can be contacted via their email addresses from 20th July 20 – when we will be returning periodically to the office. Alternatively to speak to either John or Amanda please call 01702 713739.

We feel these steps allow us to maintain business continuity effectively, while minimising any potential risk to colleagues, their families, and clients and our business partners.